Agenda

Thursday, June 4, 2026
8:00 AM - 9:00 AMBreakfast & Registration

Please join us for breakfast and registration ahead of the formal program. Attendees will have time to check in and enjoy light refreshments.

9:00 AM - 9:20 AMIntro & Overview

Radian CEO Rick Thornberry will kick off the event with a strategic overview, followed by an update on Radian’s investment thesis from Senior Executive Vice President and Interim Chief Financial Officer Dan Kobell.

9:20 AM - 9:45 AMRadian's Foundation: Mortgage Insurance

Radian’s Co‑Heads of Mortgage Insurance, Steve Keleher and Meghan Bartholomew, will provide an overview of the MI business, including macro and credit quality trends, portfolio fundamentals and performance, and the earnings power of mortgage insurance.

9:45 AM - 11:15 AMOur Transformative Acquisition: Inigo

Attendees will hear from various Inigo team members as they discuss Inigo’s differentiated operating model within the Lloyd’s market, the role of data in underwriting excellence, and the drivers of performance.

11:15 AM - 11:45 AMInigo Q&A with Management

Following the presentation, in-person attendees will have the opportunity to ask questions of the Inigo team members in an open Q&A discussion. The Q&A session will be webcast for remote attendees to listen in.

11:45 AM - 12:05 PMStrategy for Sustainable Growth

Executive leaders will share Radian’s approach to capital allocation and management, highlighting how the company balances growth, risk discipline, and long‑term value creation.

12:05 PM - 12:15 PMClosing Comments

Rick Thornberry will conclude the day with closing remarks, summarizing key takeaways from the program, and sharing his perspective on Radian’s next chapter.

12:15 PM - 1:30 PMLunch and Executive Meet and Greet

Join Radian’s executive leadership team for lunch and an informal meet and greet, providing an opportunity for additional discussion and engagement.